The Trust For The Post Employment Health Plan For Non-Collectively Bargained Public Employ

EIN: 367178705 Mutual Benefit

Columbus, OH

Total Revenue
$923,673
Total Expenses
$69,425
Total Assets
$6,535,189
Net Assets
$6,535,189
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
OH
Principal Officer
Paula Miller
Phone
6144358378
Tax Period
2025-01-01 to 2025-12-31

The Trust For The Post Employment Health Plan For Non-Collectively Bargained Public Employ, founded in 2017, is a small nonprofit in the Mutual Benefit sector that reported $924K in total revenue in fiscal year 2025. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $854K, a strong 92% operating margin.

Mission

THE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS POST EMPLOYMENT MEDICAL EXPENSES. THE TRUST ACCUMULATES EMPLOYER CONTRIBUTIONS FOR THE REIMBURSEMENT OF HEALTH INSURANCE AND OTHER ELIGIBLE MEDICAL EXPENSES FOR PARTICIPANTS WHO SEPARATE FROM SERVICE FROM THEIR RESPECTIVE EMPLOYERS.

Program Service Accomplishments

Program 1
Expenses: $69,425 Revenue: $923,673

The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the...

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The Trust reimburses eligible medical expenses incurred by those plan participants who have terminated service with their respective employers and are eligible to receive benefits according to the Trust's corresponding Plan. Medical insurance premiums paid on behalf of the eligible participants in 2025 was $48,477. The Trust and Administrative expenses for the Plan year were $20,948.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $923,673
Investment Income $0
Other Revenue $0
TOTAL REVENUE $923,673

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $69,425
Other Expenses $20,948
TOTAL EXPENSES $69,425

Year-over-Year Comparison

2025 2024 Change
Revenue $923,673 $1,169,569 -0.2%
Expenses $69,425 $104,231 -0.3%
Net Income $854,248 $1,065,338 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Paula Miller Chief Trust Officer 0.0
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $923,673 $69,425 $6,535,189 $854,248
2024 $1,169,569 $104,231 $5,104,795 $1,065,338
2023 $966,866 $44,329 $3,669,771 $922,537
2022 $728,388 $16,150 $2,439,342 $712,238
2021 $650,040 $74,188 $1,902,995 $575,852
2020 $513,138 $6,376 $1,198,481 $506,762
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